Recently, a Taiwan Recruitment Company H & L Management Consultants said that more than 300 senior engineers have developed to the mainland chip manufacturing enterprises in 2018.
In fact, the two sides of the Taiwan engineers are competed, and the concerns of semiconductor talents have long been news, but the ZTE has triggered the general concern of the mainland. More official media issued that the government will not count the cost-to develop semiconductor industry, and private capital is eager to try, let silence Development, the Chinese semiconductor industry in China has been quiet.
The trace is the integration of semiconductor enterprises, the macroeconomic decoration, and the continent has accelerated development, and the "hop" "digging" tide is the inevitable result of the market choice.
Looking back in the new century my country's semiconductor development a few climax, almost closely related to Taiwan, overseas talents, and we are divided into two phases.
The first stage: Into "core" fire
Since the end of the 1990s, the Chinese semiconductor industry has always been welcomed by the Chinese semiconductor industry in the government will usher in the first wave of returning tide, with Deng Zhongham (Zhongxing Micro), Zhang Yutheng (SMIC), Wu Ping and Chen Datong (exhibition), Dai Weimin ( The core is represented by Monochrome (Zhaoyi Innovation). Among them, some of the students abroad have been prepared from the 1980s, from the well-known science and engineering colleges (Domestic Tsinghua University, China University of Science, Overseas California Berkeley), leaving graduated in Silicon Valley development, enter well-known companies (Ti, IBM, etc.) have accumulated precious Experience, becoming the main force of returning to China. Another part is in North American life, working for many years of professional managers, and is attracted to the mainland semiconductor history in the policies, markets. There is no shortage of teaching of this famous overseas in Zhang Jijing. With advanced management experience and people, their arrival has driven a generation of overseas professional managers and technical engineers come to China.
According to Zhang Yin's 2017, I have recall it when I was founded in 2000. In a short period of time, there were more than 400 overseas peers in the mainland.
The so-called heroic trend, the direct impact of a large number of people returning to China is that most of the excellent chip companies in China have been established before and after 2000. For example, SMIC was established in 2000, the newsletter communication was established in 2001, and the Rui Diko (RDA) was established in 2002. Huawei Heisi, Qiqi Technology, Zhaogi Innovation (GD) was established in 2004.
This batch of technologies, the management has become the backbone of China's chip career at that time, which is both a Taiwanese, which is a Tsinghua Department, which is well known. Although most of the overseas talents support, for China's semiconductors that are dominated by the government, "production and research" models is already unprecedented.
In the same period, China's Internet, the financial industry quickly raised, with new and interesting and high salary, almost overpaged in an overwhelming advantage PK in the semiconductor industry in attracting talents. Because of these objective reasons, coupled with domestic chip enterprises often lose money, leading to weak talent competition.
At the same time, the competition of talents is the competition for technology and market, especially in the chip field, and after a long time, mainland chip companies want to introduce more talents, almost all must be more than one large mountain - intellectual property rights.
In fact, from 2002, TSMC leaked the company's secrets to make a lawsuit against involved personnel, and then prosecuted the core international in California, and then in the seven-year period of time, the two sides were caught in an endless lawsuit . Until 2009, SMIC has a big consideration with TSMC.
Outer article: Xionguanwood "core" like iron
In order to understand the talents of the rivers and lakes, the author roughly summed up the three major characteristics of the semiconductor industry in the ordinary industry.
First, the investment cycle is long, the project from the project, mass production to productization is a long cycle, from inconspicuous sand becomes the chip of the etching circuit, turn the design manuscript into competitive products, need to experience repeated test, iteration And verification. At this point, Samsung's memory chip and the main panel of Jingdong are typical examples. The core products of the two companies have experienced a long research and development iteration and technology accumulation, and the final product is admitted to the market.
This shows that the semiconductor is a cause of doctors to truly emerge, and the universal business can persist.
Second, capital investment is extremely high, tens of thousands, hundreds of millions of yuan are often only a zero head, and there is a project in the industry. Tensill of funds is home to the house, such as the 2017 declared Ziku Nanjing semiconductor base total investment of 260 billion yuan, 2016 The annual investment in Wuhan's national memory project is $ 24 billion, 2017 Hefei Changxin's wafer and DRAM project investment amount are $ 7.2 billion. The research and development funds that have been burn every year are even more amazing. The following figure lists the first ten companies and expenses ranked in 2017, conversion into RMB, the lowest Hissant is burn nearly 12 billion yuan every year. In the year, Intel, which has reached an amazing 89 billion yuan. If this number becomes a national financial expenditure, it can be ranked 73th in the world.
The well-known chip big factory has to invest in huge investment every year.
This shows that the semiconductor needs to continue, stable high input, non-general national and investment agencies to play.
The third is that the technical difficulty is high, and the industry chain is extremely dependent on technology. Chip design, packaging test, wafer manufacturing, manufacturing equipment and materials, process, each technology upgrade essentially rely on material, physics, chemistry, etc. basic scientific progress, and basic science requires a lot of research institutes and talent participation, It is also very popular. Therefore, there is a hand that can enter the core of the industry chain core. The following figure shows the main enterprises in the field of semiconductor materials, equipment, and the 100-year large factory can be described.
National and centuries old shop in the upstream of the semiconductor
This shows that the semiconductor wants to be strong in education, technology and enterprises, and the short-term cannot talk about "Shanghai".
All of the above investment ultimately rely on talents, and even mastery of key technologies can directly determine the success or failure of the project and the destiny of the company.
The second stage: seeking Xiang Ruoyi and ten years
Before and after 2008, the semiconductor circle had the most famous "digging" incident. In order to avoid legal risks, Samsung has used the three-year time to dig the Terminal electricity. After the official entry in 2011, Liang Mengsong led the Samsung wafer foundry department behind the process to skip 20nm, and the leader of the Taiwan Terminal is achieved for half a year, and then the high pass, the Apple A9 processor is subsequent. For TSME, the 16nm process invested in the past ten years, in Asia, then in Asia, then the court will be on the court.
Liang Mengsu leaves Samsung Taixia report
The results of the survey have fallen glasses. During the long period of technology, the teacher's Samsung 45nm, 32nm to 28 nm products and TSMD, it is difficult to distinguish when 14nm, which means that Tajigata has accumulated more than 20 years, spending Thousands of tens of thousands of tensiles have been visible. In the end, the Taiwan Court judged Liang Mengsong lost, and historically determined the "business secrets to prevent leaks", and continued to ban Liang Mengmong will provide services to Samsung in any form in any form of business prohibition.
This major event in changing the history of semiconductor is shocked at home and abroad, but also allows the semiconductor giants to fully appreciate the power of talent.
At this stage, frequent intellectual property litigation and political interference have made talent circulation.
In 2014, Taixia Electric v. Rongshu Song Song's second-trial, after a month, China released the "National Integrated Circuit Industry Development Promotion Outline", "Big Fund". By the end of 2016, 43 major funds were investing in the total investment project. The accumulated amount was 81.8 billion yuan. It was a real big hand, coupled with market-oriented investment methods, a number of self-propelled projects successively, set off a wave of "core" wave .
Since 2016, in this wave of talents, Yangtze River storage and Hefei Changxin have triggered a series of lawsuits because of large-scale talents and their joint venture from Hua Ya's talents. Beauty is "preventing technical disclosure", prevents personnel from flowing to China's mainland enterprises.
In 2010, overseas large semiconductor companies entered the integration, the M & A period, entrepreneurship and talents entered the basic stagnation, and the industry's Silicon Valley has no "silicon" statement that is not a hole. Overseas talents are introduced, and the domestic talent market is fierce. In a short time, Chinese companies have fallen into unprecedented talents, and even if there is a problem that there is a project.
From 2016 to 2017, TSME Power Operation, Chairman Jiang Shangyi and leaving Samsung's Liang Mengshi successively joined SMIC, one is the highest position manager of TSMC to go to the mainland, one is the technical madman of rewriting history, the outside world thinks this personnel Change will change the core international and even industry patterns again. It is also indeed consistent with the external estimate, as soon as SMIC has finally achieved 14nm mass production.
Postscript: and now step by step
According to the report of the Professor Wei Jun, Wei Jun, Tsinghua University, 2020 China's semiconductor talent gap will reach 400,000, becoming the largest constraints of industrial development, and exposes the lack of domestic integrated circuit discipline construction and talent training. In the next five years, there will be 20-30 crystal round plants in the mainland, so in addition to SMIC, Ziku Group, Qingdao Cineher, Shanghai Huahong is a large number of people, and the joint venture in China is connected. There is also a lot of demand for local talents.
my country's 12-inch circle plant is in the construction of production capacity Source: Prospect Industry Research Institute
With the economic gap between the two sides of the strait, senior engineers have been able to get three times more than the mainland. The average salary of the mainland has completed the oppostable of Taiwan. The attraction of Taiwan graduates has increased.
In the third stage, the new generation of cross-strait people seek China Semiconductors must become normal. Read the full story, original title: China semiconductor disease: one side, layoffs?
Article Source: [Micro Signal: ICUNION, WeChat public number: Semiconductor Industry Alliance] Welcome to add attention! Please indicate the source of the article.
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